LA
Legacy Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,552
| Closed | -$1.44M | – | 204 |
|
|
2025
Q1 | $1.44M | Hold |
15,552
| – | – | 0.15% | 116 |
|
|
2024
Q4 | $1.58M | Hold |
15,552
| – | – | 0.15% | 104 |
|
|
2024
Q3 | $1.49M | Hold |
15,552
| – | – | 0.16% | 109 |
|
|
2024
Q2 | $1.44M | Hold |
15,552
| – | – | 0.17% | 96 |
|
|
2024
Q1 | $1.31M | Hold |
15,552
| – | – | 0.17% | 108 |
|
|
2023
Q4 | $1.17M | Hold |
15,552
| – | – | 0.15% | 116 |
|
|
2023
Q3 | $1.07M | Hold |
15,552
| – | – | 0.17% | 117 |
|
|
2023
Q2 | $1.1M | Hold |
15,552
| – | – | 0.16% | 112 |
|
|
2023
Q1 | $994K | Hold |
15,552
| – | – | 0.18% | 97 |
|
|
2022
Q4 | $910K | Hold |
15,552
| – | – | 0.17% | 98 |
|
|
2022
Q3 | $900K | Hold |
15,552
| – | – | 0.2% | 77 |
|
|
2022
Q2 | $939K | Hold |
15,552
| – | – | 0.2% | 77 |
|
|
2022
Q1 | $1.19M | Buy |
+15,552
| New | +$1.19M | 0.23% | 65 |
|